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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
30 Sep ‘24
IAUM icon
3526
iShares Gold Trust Micro
IAUM
$6.66B
4 17 13 61.2%
NTSX icon
3527
WisdomTree US Efficient Core Fund
NTSX
$1.4B
4 9 5 28.7%
USSG icon
3528
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$588M
4 10 6 35%
BME icon
3529
BlackRock Health Sciences Trust
BME
$562M
4 6 2 3.63%
WTV icon
3530
WisdomTree US Value Fund
WTV
$3.36B
4 9 5 34%
GEOS icon
3531
Geospace Technologies
GEOS
$95.1M
4 13 9 28.9%
FVCB icon
3532
FVCBankcorp
FVCB
$342M
4 9 5 45.5%
RXI icon
3533
iShares Global Consumer Discretionary ETF
RXI
$275M
4 10 6 14.9%
FNLC icon
3534
First Bancorp
FNLC
$399M
4 10 6 34.5%
BWFG icon
3535
Bankwell Financial Group
BWFG
$536M
4 8 4 124%
NREF
3536
NexPoint Real Estate Finance
NREF
$319M
4 8 4 8.25%
EJAN icon
3537
Innovator Emerging Markets Power Buffer ETF January
EJAN
$147M
4 9 5 15.6%
XJUN icon
3538
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$139M
4 9 5 18.5%
JSMD icon
3539
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.09B
4 8 4 32.4%
MRAM icon
3540
Everspin Technologies
MRAM
$378M
4 18 14 174%
YEAR icon
3541
AB Ultra Short Income ETF
YEAR
$1.51B
4 11 7 1.22%
YYY icon
3542
Amplify CEF High Income ETF
YYY
$729M
4 8 4 8.11%
DEHP icon
3543
Dimensional Emerging Markets High Profitability ETF
DEHP
$432M
4 10 6 50.4%
HIX
3544
Western Asset High Income Fund II
HIX
$354M
4 10 6 12.9%
DBL
3545
DoubleLine Opportunistic Credit Fund
DBL
$279M
4 7 3 10.7%
DFSB icon
3546
Dimensional Global Sustainability Fixed Income ETF
DFSB
$731M
4 10 6 3.86%
NDMO icon
3547
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$600M
4 13 9 11.5%
JHSC icon
3548
John Hancock Multifactor Small Cap ETF
JHSC
$743M
4 6 2 23%
PLBC icon
3549
Plumas Bancorp
PLBC
$427M
4 8 4 50.3%
MKTW icon
3550
MarketWise
MKTW
$56.3M
4 10 6 58%
140 141
142
143 144